Daniel L. Goodwin’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.31M | Sell |
13,496
-20
| -0.1% | -$3.67K | 1.12% | 13 |
|
|
2023
Q2 | $2.62M | Sell |
13,516
-10
| -0.1% | -$1.74K | 1.25% | 11 |
|
|
2023
Q1 | $2.23M | Sell |
13,526
-100
| -0.7% | -$14.8K | 1.13% | 12 |
|
|
2022
Q4 | $1.77M | Buy |
13,626
+400
| +3% | +$57.2K | 0.9% | 16 |
|
|
2022
Q3 | $1.83M | Sell |
13,226
-1,000
| -7% | -$157K | 1.05% | 17 |
|
|
2022
Q2 | $1.94M | Buy |
14,226
+1,465
| +11% | +$222K | 1.07% | 16 |
|
|
2022
Q1 | $2.23M | Buy |
12,761
+62
| +0.5% | +$10.4K | 0.97% | 16 |
|
|
2021
Q4 | $2.26M | Sell |
12,699
-180
| -1% | -$28.4K | 0.99% | 16 |
|
|
2021
Q3 | $1.82M | Hold |
12,879
| – | – | 0.84% | 20 |
|
|
2021
Q2 | $1.76M | Buy |
12,879
+763
| +6% | +$98.9K | 0.84% | 22 |
|
|
2021
Q1 | $1.48M | Buy |
12,116
+190
| +2% | +$24.4K | 0.77% | 24 |
|
|
2020
Q4 | $1.58M | Sell |
11,926
-530
| -4% | -$63.7K | 0.93% | 19 |
|
|
2020
Q3 | $1.44M | Buy |
12,456
+3,040
| +32% | +$332K | 1.01% | 21 |
|
|
2020
Q2 | $858K | Buy |
9,416
+800
| +9% | +$62K | 0.54% | 34 |
|
|
2020
Q1 | $548K | Buy |
8,616
+400
| +5% | +$29.4K | 0.44% | 45 |
|
|
2019
Q4 | $604K | Sell |
8,216
-39,984
| -83% | -$2.57M | 0.26% | 48 |
|
|
2019
Q3 | $2.7M | Buy |
48,200
+40,000
| +488% | +$2.09M | 1.22% | 9 |
|
|
2019
Q2 | $407K | Sell |
8,200
-40,000
| -83% | -$1.95M | 0.19% | 59 |
|
|
2019
Q1 | $2.29M | Buy |
48,200
+40,000
| +488% | +$1.7M | 1.05% | 9 |
|
|
2018
Q4 | $324K | Hold |
8,200
| – | – | 0.17% | 59 |
|
|
2018
Q3 | $462K | Hold |
8,200
| – | – | 0.22% | 56 |
|
|
2018
Q2 | $379K | Hold |
8,200
| – | – | 0.18% | 63 |
|
|
2018
Q1 | $344K | Hold |
8,200
| – | – | 0.17% | 65 |
|
|
2017
Q4 | $347K | Hold |
8,200
| – | – | 0.15% | 64 |
|
|
2017
Q3 | $316K | Hold |
8,200
| – | – | 0.14% | 62 |
|
|
2017
Q2 | $295K | Hold |
8,200
| – | – | 0.13% | 69 |
|
|
2017
Q1 | $295K | Hold |
8,200
| – | – | 0.12% | 66 |
|
|
2016
Q4 | $237K | Sell |
8,200
-83,040
| -91% | -$2.35M | 0.1% | 74 |
|
|
2016
Q3 | $2.58M | Sell |
91,240
-1,200
| -1% | -$31.8K | 0.91% | 12 |
|
|
2016
Q2 | $2.21M | Buy |
92,440
+64,000
| +225% | +$1.59M | 0.72% | 17 |
|
|
2016
Q1 | $774K | Buy |
28,440
+7,440
| +35% | +$185K | 0.18% | 37 |
|
|
2015
Q4 | $552K | Hold |
21,000
| – | – | 0.13% | 57 |
|
|
2015
Q3 | $579K | Hold |
21,000
| – | – | 0.16% | 50 |
|
|
2015
Q2 | $658K | Hold |
21,000
| – | – | 0.17% | 42 |
|
|
2015
Q1 | $654K | Hold |
21,000
| – | – | 0.14% | 54 |
|
|
2014
Q4 | $579K | Hold |
21,000
| – | – | 0.1% | 65 |
|
|
2014
Q3 | $529K | Hold |
21,000
| – | – | 0.12% | 61 |
|
|
2014
Q2 | $488K | Hold |
21,000
| – | – | 0.09% | 70 |
|
|
2014
Q1 | $402K | Buy |
+21,000
| New | +$399K | 0.07% | 80 |
|
Other funds holding AAPL
Daniel L. Goodwin's AAPL Position: Q3 2023 in Review
Daniel L. Goodwin reduced its Apple (AAPL) stake by 0.15% in Q3 2023, selling an estimated $3.67K and leaving 13,496 shares worth $2.31M. The position accounts for 1.12% of the portfolio, ranked #13.
Daniel L. Goodwin first reported a position in AAPL in Q1 2014 and has held it in 39 quarters since. The position peaked at $2.7M in Q3 2019. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.
- Daniel L. Goodwin held 13,496 shares of Apple worth $2.31M as of Q3 2023.
- Daniel L. Goodwin sold 20 Apple shares in Q3 2023, an estimated $3.67K.
- Apple made up 1.12% of Daniel L. Goodwin's portfolio in Q3 2023, its #13 holding.
- Daniel L. Goodwin first reported a position in Apple in Q1 2014 and has held it in 39 quarters since.
- Daniel L. Goodwin's Apple position peaked at $2.7M in Q3 2019.
- 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.
Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.